WLFC
WILLIS LEASE FINANCE CORP
$184.70
-0.51%
$1.4B
No data for this timeframe.
Vol
Market Cap$1.4B
Cap SizeSmall Cap
Inst. Holders8 funds
Inst. Value$76.2M
Inst. Activity0 buys / 1 sells
Insider Activity0B / 11S
Insider Net $-$1.9M
Reddit Sentiment50° Neutral
SEC Reports8
Press Releases2
Exchange Nasdaq·Sector Wholesale-Machinery, Equipment & Supplies·Inc. DE·CIK 0001018164·Prev Close $185.64
Recent Activity
Jun 5, 2026
SEC
Management filed this DEFA14A (as an 8-K under Item 5.07) reporting results from the May 26, 2026, annual meeting. Four
DEFA14A — Impact 5/10
Jun 2, 2026
SEC
Willis Lease Finance Corp. filed additional definitive proxy soliciting materials to notify stockholders that the 2026 A
DEFA14A — Impact 3/10
May 29, 2026
SEC
Willis Lease Finance Corp. filed DEFA14A soliciting stockholder votes FOR Proposal 2, a 1-for-3 forward stock split, aft
DEFA14A — Impact 4/10
May 26, 2026
Insider
Jones Stephen Francis sold 3,000 shares
Director @ $185.62 ($556.9K)
May 26, 2026
Insider
Curran Brendan sold 3,000 shares
Director @ $185.62 ($556.9K)
May 26, 2026
Insider
Barrington Colm sold 3,000 shares
Director @ $185.62 ($556.9K)
Inst.
MORGAN STANLEY — TRIM
46,819 shares ($6.4M)
Inst.
MORGAN STANLEY — DOUBLED
127,006 shares ($18.1M)
Price Targets
Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$226.00 (Nov 2025)
Current $184.70
Low $226.00
Median $226.00
High $226.00
1 analysts
$226.00
$226.00
Analyst Ratings
0Strong Buy
0Buy
3Hold
1Sell
2Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Nov 5, 2025 | Freedom Broker | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.70 ▼ -17.2% | $2.70 — $2.70 | -43% YoY | 1 |
| Next Q | $2.65 ▼ -27.0% | $2.65 — $2.65 | -35% YoY | 1 |
| Current FY | $14.18 ▲ +2.3% | $14.18 — $14.18 | 29% YoY | 1 |
| Next FY | $17.97 ▼ -3.8% | $17.97 — $17.97 | 27% YoY | 1 |
Latest Reports
MIXED
DEFA14A
5/10
Management filed this DEFA14A (as an 8-K under Item 5.07) reporting results from the May 26, 2026, annual meeting. Four
Jun 5, 2026
NEUTRAL
DEFA14A
3/10
Willis Lease Finance Corp. filed additional definitive proxy soliciting materials to notify stockholders that the 2026 A
Jun 2, 2026
BEARISH
Press
6/10
Willis Lease Finance Corp. priced a $200M convertible senior notes offering (upsized from $175M) due 2031, with net proc
May 14, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | $27.5M | — |
| VANGUARD GROUP INC | $20.9M | — |
| TWO SIGMA INVESTMENTS, LP | $11.7M | DOUBLED |
| MORGAN STANLEY | $6.4M | TRIM |
| BANK OF AMERICA CORP | $5.4M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 26, 2026 | Jones Stephen | A | $556.9K |
| May 26, 2026 | Curran Brendan | A | $556.9K |
| May 26, 2026 | Barrington Colm | A | $556.9K |
| May 26, 2026 | Jones Stephen | A | $125.1K |
| May 26, 2026 | Curran Brendan | A | $125.1K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
8 institutional holders with $76.2M total value (561,977 shares) as of 2025-Q4. Top holders: RENAISSANCE, VANGUARD, TWO. Net selling activity: 1 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | RENAISSANCE TECHNOLOGIES LLC | 202,597 | $27.5M | 36.1% | — |
| 2 | VANGUARD GROUP INC | 154,440 | $20.9M | 27.5% | — |
| 3 | TWO SIGMA INVESTMENTS, LP | 86,532 | $11.7M | 15.4% | DOUBLED +1104.8% |
| 4 | MORGAN STANLEY | 46,819 | $6.4M | 8.3% | TRIM -58.7% |
| 5 | BANK OF AMERICA CORP /DE/ | 39,777 | $5.4M | 7.1% | — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24,312 | $3.3M | 4.3% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 5,244 | $711.3K | 0.9% | — |
| 8 | FMR LLC | 2,256 | $306.0K | 0.4% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRIM | 113,488 | 46,819 | -58.7% | $6.4M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 54,547 | 127,006 | +132.8% | $18.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 7,664 | 92,334 | +1104.8% | $13.2M | 2025-Q2 |
| UBS Group AG | DOUBLED | 21,332 | 80,194 | +275.9% | $11.5M | 2025-Q2 |
| UBS Group AG | TRIM | 52,892 | 21,332 | -59.7% | $3.4M | 2025-Q1 |
| CITADEL ADVISORS LLC | NEW | — | 18,296 | — | $2.9M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 2,200 | 7,664 | +248.4% | $1.2M | 2025-Q1 |
| UBS Group AG | DOUBLED | 2,686 | 52,892 | +1869.2% | $11.0M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 22,990 | — | $3.4M | 2024-Q3 |
8 unique insiders with 11 transactions. Net insider value: -$1.9M ($0.00 bought, $1.9M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 26, 2026 | Jones Stephen Francis | Director | A | 3,000 | $185.62 | $556.9K |
| May 26, 2026 | Curran Brendan | Director | A | 3,000 | $185.62 | $556.9K |
| May 26, 2026 | Barrington Colm | Director | A | 3,000 | $185.62 | $556.9K |
| May 26, 2026 | Jones Stephen Francis | Director | A | 674 | $185.62 | $125.1K |
| May 26, 2026 | Curran Brendan | Director | A | 674 | $185.62 | $125.1K |
| May 26, 2026 | Barrington Colm | Director | A | 674 | $185.62 | $125.1K |
| May 15, 2026 | Dameron Clifton | SVP, GC & Corporate Secretary | F | 612 | $180.03 | $110.2K |
| May 1, 2026 | Willis Austin Chandler | Chief Executive Officer | SELL | 800 | $191.22 | $153.0K |
| Apr 1, 2026 | Flaherty Scott B. | EVP, CFO | F | 15,808 | $175.62 | $2.8M |
| Apr 1, 2026 | Willis Austin Chandler | Chief Executive Officer | SELL | 983 | $172.49 | $169.6K |
| Apr 1, 2026 | Willis Austin Chandler | Chief Executive Officer | F | 24,595 | $175.62 | $4.3M |
| Apr 1, 2026 | WILLIS CHARLES F IV | Executive Chairman | F | 42,950 | $175.62 | $7.5M |
| Mar 31, 2026 | WILLIS CHARLES F IV | Executive Chairman | SELL | 945 | $165.11 | $156.0K |
| Mar 30, 2026 | WILLIS CHARLES F IV | Executive Chairman | SELL | 1,859 | $162.54 | $302.2K |
| Mar 27, 2026 | WILLIS CHARLES F IV | Executive Chairman | SELL | 478 | $168.02 | $80.3K |
| Mar 26, 2026 | WILLIS CHARLES F IV | Executive Chairman | SELL | 3,170 | $171.35 | $543.2K |
| Mar 25, 2026 | WILLIS CHARLES F IV | Executive Chairman | SELL | 1,000 | $175.92 | $175.9K |
| Mar 19, 2026 | WILLIS CHARLES F IV | Executive Chairman | F | 5,590 | $170.53 | $953.3K |
| Mar 18, 2026 | WILLIS CHARLES F IV | Executive Chairman | SELL | 238 | $167.55 | $39.9K |
| Mar 17, 2026 | Jones Stephen Francis | Director | SELL | 587 | $167.26 | $98.2K |
| Mar 16, 2026 | WILLIS CHARLES F IV | Executive Chairman | M | 10,888 | $0.00 | $0.00 |
| Mar 16, 2026 | WILLIS CHARLES F IV | Executive Chairman | F | 1,355 | $167.18 | $226.5K |
| Mar 16, 2026 | Willis Austin Chandler | Chief Executive Officer | F | 785 | $167.18 | $131.2K |
| Mar 16, 2026 | Flaherty Scott B. | EVP, CFO | F | 364 | $167.18 | $60.9K |
| Mar 16, 2026 | Willis Austin Chandler | Chief Executive Officer | M | 6,315 | $0.00 | $0.00 |
| Mar 16, 2026 | WILLIS CHARLES F IV | Executive Chairman | M | 10,888 | $0.00 | $0.00 |
| Mar 16, 2026 | Willis Austin Chandler | Chief Executive Officer | M | 6,315 | $0.00 | $0.00 |
| Mar 16, 2026 | Dameron Clifton | SVP, GC & Corporate Secretary | F | 213 | $167.18 | $35.6K |
| Mar 16, 2026 | Dameron Clifton | SVP, GC & Corporate Secretary | M | 2,635 | $0.00 | $0.00 |
| Mar 16, 2026 | Dameron Clifton | SVP, GC & Corporate Secretary | M | 2,635 | $0.00 | $0.00 |
| Mar 16, 2026 | Flaherty Scott B. | EVP, CFO | M | 3,376 | $0.00 | $0.00 |
| Mar 16, 2026 | Flaherty Scott B. | EVP, CFO | M | 3,376 | $0.00 | $0.00 |
| Mar 2, 2026 | Willis Austin Chandler | Chief Executive Officer | SELL | 961 | $194.45 | $186.9K |
| Feb 2, 2026 | Willis Austin Chandler | Chief Executive Officer | SELL | 200 | $183.00 | $36.6K |
| Jan 30, 2026 | Flaherty Scott B. | EVP, CFO | A | 194 | $87.21 | $16.9K |
| Jan 30, 2026 | Hole Brian Richard | PRESIDENT | A | 221 | $87.21 | $19.3K |
| Jan 30, 2026 | Dameron Clifton | SVP, GC & Corporate Secretary | A | 185 | $114.75 | $21.2K |
8 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 2 mixed, 4 neutral. Avg impact: 5.1/10.
MIXED
DEFA14A
5/10
Management filed this DEFA14A (as an 8-K under Item 5.07) reporting results from the May 26, 2026, a
Jun 5, 2026
NEUTRAL
DEFA14A
3/10
Willis Lease Finance Corp. filed additional definitive proxy soliciting materials to notify stockhol
Jun 2, 2026
NEUTRAL
DEFA14A
4/10
Willis Lease Finance Corp. filed DEFA14A soliciting stockholder votes FOR Proposal 2, a 1-for-3 forw
May 29, 2026
MIXED
424B5
6/10
WLFC is issuing $200M of 2.50% convertible senior notes due 2031 (plus $30M over-allotment) to repay
May 15, 2026
BULLISH
PRESS-RELEASE
8/10
Willis Lease Finance reported Q1 2026 total revenue of $194.3M (+23.2% YoY) and diluted EPS of $3.26
May 5, 2026
BULLISH
8-K
7/10
WLFC reported record Q1 2026 results with total revenue of $194.3M (+23.2% YoY), net income to commo
May 5, 2026
NEUTRAL
PRESS-RELEASE
3/10
Willis Lease Finance Corp. (WLFC) announced it will release Q1 2026 financial results on May 5, 2026
Apr 22, 2026
NEUTRAL
CLUSTER
5/10
{
"summary": "Executive Chairman Charles F. Willis IV sold $1.18M of WLFC stock over four days in
Apr 1, 2026
Historical analyst distribution (last covering-analyst action Nov 2025): 0% buy across 6 analysts — 0 strong buy, 0 buy, 3 hold, 1 sell, 2 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$226.00 mean target (Nov 2025)
$226.00 Low
$226.00 High
| Metric | Value |
|---|---|
| Current Price | $184.70 |
| Target Low | $226.00 |
| Target Mean | $226.00 |
| Target Median | $226.00 |
| Target High | $226.00 |
| # Analysts | 1 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$2.70 | $2.70 | $2.70 | -43.4% | -17.2% | 0↑ 1↓ | $0.2B | -10.5% | 1 |
| Next Q 2026-09-30 |
$2.65 | $2.65 | $2.65 | -34.9% | -27.0% | 0↑ 1↓ | $0.2B | -4.6% | 1 |
| Current FY 2026-12-31 |
$14.18 | $14.18 | $14.18 | 29.1% | +2.3% | 1↑ 0↓ | $0.7B | 8.3% | 1 |
| Next FY 2027-12-31 |
$17.97 | $17.97 | $17.97 | 26.7% | -3.8% | 0↑ 1↓ | $0.8B | 4.0% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.700 | |
| 7d ago | $3.260 | -0.560 |
| 30d ago | $3.260 | -0.560 |
| 60d ago | $4.000 | -1.300 |
| 90d ago | $4.000 | -1.300 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Nov 5, 2025 | Freedom Broker | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 3 | 1 | 2 | 0% | |
| May 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Apr 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Feb 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% | |
| Jan 1, 2026 | 2 | 4 | 1 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 5, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
WLFC - is anyone watching this one?
▲ 1
💬 0
⚡ 0.5
May 14, 2026
offering
Willis Lease Finance Corporation Prices Upsized Convertible Senior Notes Offering and Borrowed Common Stock Offering to Facilitate Hedging Transactions
<p>COCONUT CREEK, Fla., May 14, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (the “Company”), the leading lessor of comm
May 13, 2026
offering
Willis Lease Finance Corporation Announces Proposed Convertible Senior Notes Offering and Borrowed Common Stock Offering to Facilitate Hedging Transactions
<p>COCONUT CREEK, Fla., May 13, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (the “Company”), the leading lessor of comm
May 5, 2026
earnings
Record Quarterly Lease Rent Revenue Reported in Willis Lease Finance Corporation’s First Quarter 2026 Financial Results
Declares Second Quarter 2026 Dividend of $0.40 Per Share <pre>Declares Second Quarter 2026 Dividend of $0.40 Per Share</pre>
May 5, 2026
earnings_calendar
WLFC Q1 2026 Earnings Scheduled — 2026-05-05
Apr 22, 2026
earnings
Willis Lease Finance Corporation Announces Timing of First Quarter 2026 Financial Results and Conference Call
<p align="justify">COCONUT CREEK, Fla., April 22, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (the “Company”), the lead
Apr 1, 2026
other
Willis Lease Finance Corporation Closes Two Additional JOLCO Deals, Bringing Total JOLCO Financing to Nearly $150 Million
<p align="justify">COCONUT CREEK, Fla., April 01, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”)
Mar 30, 2026
other
Willis Lease Finance Corporation Amends Revolving Credit Facility
<p align="justify">COCONUT CREEK, Fla., March 30, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”)
Mar 10, 2026
earnings
Willis Lease Finance Corporation Reports Record 2025 Financial Results
Delivers Record Pre-Tax Income of $160.6 Million and Record Revenue of $730.2 Million <pre>Delivers Record Pre-Tax Income of $160.6 Million and Record
Mar 10, 2026
earnings_calendar
WLFC Q4 2025 Earnings Scheduled — 2026-03-10
Mar 4, 2026
other
Willis Lease Finance Corporation Welcomes Marilyn Gan as Head of Origination, Asia Pacific
<p align="justify">COCONUT CREEK, Fla., March 04, 2026 (GLOBE NEWSWIRE) -- Willis Lease Finance Corporation (NASDAQ: WLFC) (“WLFC” or the “Company”)